Ant Hong Kong stock has arrived, all relevant options and futures contract arrangements have arrived, and it is also expected that they will be included in the index

富途资讯 · Oct 30, 2020 20:52 · Insights

蚂蚁集团港股将于下周四即11月5日上市，港交所已推出相关期权、期货合约。

上市当天，期权合约、期货合约即可交易，证券也可卖空

据港交所今日的公告，若相关股票成功上市，新股票期货合约和股票期权合约将于同日开始交易，即2020年11月5日(星期四) (开始交易日)。

股票期货合约与股票期权合约的买卖单位都为1000股，最低价格波幅为0.01港元，合于月份包括今年11月、12月以及2021年的1月、3月和6月。

（可戳查看详细信息：港交所推出蚂蚁集团股份有限公司股票期权.PDF）

上市同日，蚂蚁集团也将列入认可卖空指定证券名单。

有史以来最大的IPO，纳入指数可期

恒生指数有限公司今日宣布，

恒生中国企业指数新增快速纳入机制，容许新上市大型企业提前在定期检讨周期以外纳入指数。
新上市之大型内地企业，倘若其首个交易日收市后之总市值在现有恒生中国企业指数成份股中排名前10，该新股⼀般于上市后的第10个交易日收市后被加入指数。
根据现有指数规则，恒生科技指数及恒生综合指数亦设有快速纳入机制。

资料来源：恒指公司

而根据富途证券和华尔街日报合作专栏文章《Ant IPO Sets Off $3 Trillion Scramble Among Small Investors》，蚂蚁集团是有史以来的最大IPO，募资约344亿美元，上市时总市值约2.43万亿港元，有望成为市值仅次于阿里巴巴、腾讯的第三高市值港股。

那么按上述最新规则，蚂蚁集团有望最快在11月18日纳入恒生科技指数及恒生综合指数。

此外，富时罗素在官方网站发布消息显示，根据估算蚂蚁H股在富时罗素新兴市场指数中占比有望达0.2762%。富时罗素此前发布消息表示，根据指数编撰规则，预计蚂蚁集团H股可经快车道进入富时罗素全球指数，包括富时罗素全球全市值指数、富时罗素新兴市场指数等，具体仍待富时罗素根据上市交易首日的情况确认。

蚂蚁上市，对阿里股价有何影响？

蚂蚁集团已在周五截止认购，据媒体报道，总认购人数及冻结资金均创香港纪录。富途证券宣布录得317.8亿元孖展认购，合共录得481亿元认购蚂蚁，成为富途历史上认购金额和认购人数最多的新股，涉及20.6万名客户。按此估计，平均每名客户认购近58手。

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蚂蚁如此炙手可热，上市后对阿里巴巴的股价会有何影响？

有市场分析师人士预料，蚂蚁集团首日升幅可录10%至20%。按此阿里巴巴持有蚂蚁集团的股权计算，理论上，蚂蚁每升约1成，可推升阿里巴巴股价上升约1%。

具体来说，阿里巴巴目前市值为8185亿美元，蚂蚁上市估值约3100亿美元。以阿里巴巴持有约33%蚂蚁股权计算，阿里巴巴持蚂蚁股份的价值约1000亿美元，即占阿里巴巴市值12%。以此推断，蚂蚁集团股价每升12%，阿里巴巴股价便会升1%。若蚂蚁首日升幅达两成，阿里巴巴股价可升约1.6%。

编辑/IrisW

The Ant Group's Hong Kong shares will be listed next Thursday, November 5, and the HKEx has launched options and futures contracts.

On the day of listing, options contracts and futures contracts can be traded, and securities can also be shorted.

According to the announcement of the HKEx today, if the relevant shares are successfully listed, the new stock futures contract and stock option contract will start trading on the same day, that is, Thursday, November 5, 2020 (the starting trading date).

Both stock futures contracts and stock options contracts buy and sell 1000 shares, with a minimum price volatility of HK $0.01. the months include November, December and January, March and June of 2021.

(can be stamped to view details:HKEx launches stock options of Ant Group Co., Ltd. PDF)

On the same day of listing, Ant Group will also be included in the list of approved short selling designated securities.

The largest IPO in history is expected to be included in the index.

Hang Seng Index Limited announced today

A new rapid inclusion mechanism has been added to the Hang Seng China Enterprises Index, allowing large newly listed companies to be included in the index in advance outside the regular review cycle.
If the total market capitalization of a newly listed large mainland enterprise is among the top 10 stocks in the existing Hang Seng China Enterprises Index after the closing of the first trading day, the new stock will be added to the index after the closing of the 10th trading day after listing.
According to the existing index rules, there is also a rapid inclusion mechanism for the Hang Seng Technology Index and the Hang Seng Composite Index.

Source: Hang Seng Index Company

According to the joint column "Ant IPO Sets Off $3 Trillion Scramble Among Small Investors" of Futu Securities and the Wall Street Journal, Ant Group is the largest IPO in history, raising about US $34.4 billion, with a total market capitalization of about HK $2.43 trillion at the time of listing, and is expected to become the third most valuable Hong Kong stock after BABA and Tencent.

So, according to the above latest rules,Ant Group is expected to be included in the Hang Seng Technology Index and Hang Seng Composite Index as soon as November 18.

In addition, FTSE Russell posted a message on the official websiteAccording to estimates, ant H shares are expected to account for 0.2762% of the FTSE Russell emerging markets index.FTSE Russell previously said that according to the index compilation rules, H shares of Ant Group are expected to enter the FTSE Russell Global Index via the fast lane, including the FTSE Russell Global all Market capitalization Index, the FTSE Russell emerging Markets Index, and so on. The details have yet to be confirmed by FTSE Russell based on the first day of trading.

What is the impact of ant listing on BABA's stock price?

Ant Group closed its subscription on Friday, and according to media reports, the total number of subscribers and frozen funds set a record in Hong Kong. Forto Securities announced that it had recorded a margin subscription of 31.78 billion yuan, with a total subscription of 48.1 billion yuan, making it the largest number of new shares subscribed and subscribed in the history of Fortune, involving 206000 customers. According to this estimate, the average customer subscribed for nearly 58 lots.

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Ants are so hot, what will be the impact on BABA's stock price after listing?

Some market analysts expect Ant Group to record an increase of 10% to 20% on the first day. According to this, BABA holds a stake in Ant Group.In theory, about 10 per cent per liter of ants can push up BABA's share price by about 1 per cent.

Specifically, BABA currently has a market capitalization of $818.5 billion, and the listing of ants is valued at about $310 billion. Based on BABA's 33 per cent stake in ants, BABA's stake in ants is worth about $100 billion, or 12 per cent of BABA's market capitalization. Inferred from this, for every 12 per cent rise in the Ant Group's share price, BABA's share price rises by 1 per cent. If ants rise by 20 per cent on the first day, BABA's share price could rise by about 1.6 per cent.

Edit / IrisW

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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

蚂蚁港股驾到，相关期权、期货合约安排都来了，纳入指数也可期